Jeffrey Young is a financial advisor at Kovack Advisors, Inc. in Denver, CO, with 27 years of industry experience. He has held positions at multiple firms, including LPL Financial and Walnut Street Securities, and has been with Kovack Advisors since 2012. Young holds a Series 63 designation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services through a model-supported, multi-custodian approach.

Cory Ross is a financial advisor at Prairie Capital Management Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UMB Distribution Services, LLC and Marsico Capital Management, LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, offering financial planning, portfolio management, asset consulting, and manager selection. The firm employs a multi-manager, multi-strategy approach and provides both discretionary and non-discretionary services.

Paul Cunningham is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services and AdvisorNet Financial Partners. Cunningham also operates The Cunningham Group, Inc., providing financial and insurance services. Regal Investment Advisors LLC offers discretionary investment management through independent advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm employs proprietary and third-party model portfolios and grants advisers authority to implement and manage investment strategies on clients’ behalf.

Ian Scobie is a financial advisor at Signal Advisors Wealth, LLC in Denver, CO, holding a Series 65 designation with six years of industry experience. He has worked at Signal Advisors Wealth since 2026 and also serves as office manager at Patrick S Scobie PC, a law firm in Denver. Additionally, he is involved in insurance sales through Scobie Financial LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation, sector rotation, and a relative growth/value framework.

Michelle Leichtner is a CFP® with nine years of experience in financial advising. She is currently with The AmeriFlex Group and Cambridge Investment Research, having previously worked at firms including Motley Fool Wealth Management and Merrill Lynch. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized advice through various model asset allocations and both discretionary and non-discretionary manager relationships.

Nicholas Mantel is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Shelton Capital Management, he worked at Fidelity Investments and was a partner in an e-commerce clothing startup, no trash LLC, where he contributed to order fulfillment and content creation. Shelton Capital Management provides investment management services to a diverse client base including mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors. The firm utilizes a discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates options strategies, ESG screening, and data-science tools in its investment processes.

Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Morgan Stanley, where he spent over 15 years across various capacities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Joshua Probasco is a financial advisor with Arax Advisory Partners in Littleton, CO. He holds a Series 65 designation and has been with Arax Advisory Partners since 2026. His prior work experience includes roles at Cherry Creek Insurance Agency and Bright & Associates, as well as positions in education at Colorado Christian University and Colorado Early Colleges. Outside of finance, he operated Probasco's Landscaping for six years. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax is notable for its use of performance-based fee arrangements, carried-interest structures, and its active insurance brokerage operations.

John Panter is a financial advisor at Blueprint Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Plan to Invest Capital Management and CIM Securities. Outside of financial advising, he has a 25% ownership in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. It serves individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Michael Fibiger is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach with both in-house and third-party models, integrating personal and business real estate considerations within its advanced planning services.

Matthew Wiles is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at firms such as All Season Financial Advisors, Bleakley Financial Group, and Northwestern Mutual Investment Services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.

Lynn Probst is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including nine years at Dynasty Capital Partners prior to joining Western Wealth Management in 2019. Outside of advising, she is the owner of Customize Your Retirement, a company that develops and distributes educational seminars, and serves as secretary/treasurer for a homeowners association. Western Wealth Management serves a diverse client base including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of advisors delivering a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed models and multiple custodial platforms.

Shawn Wallace is a financial advisor at Robertson Stephens with Series 63 and Series 66 licenses and 17 years of industry experience. Before joining Robertson Stephens in 2024, he worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he serves as an instructor pilot and executive board member for Wings Over the Rockies. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight by an Investment Committee, offering access to a range of public and private investment vehicles.

Matthew Andrews is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments, BridgeBurners Consulting Group, and other firms. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, banks, family offices, pension funds, and high-net-worth individuals. The firm uses a rules-based, systematic approach combining quantitative and fundamental inputs, emphasizing listed derivatives and dynamic option overlays to manage portfolio risks and enhance returns.

Robert Preciado is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Protective Life, and Madison Avenue Securities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, integrating options strategies and third-party money managers in portfolio construction.

Nickolas Minard is a financial advisor at Root Financial Partners in Denver, CO, with seven years of industry experience. He has worked at several firms, including Trajan Wealth, The Vanguard Group, Bank of America, Merrill, and Charles Schwab. Outside of his advisory duties, he is the founder and owner/operator of Prospira Holdings, LLC, a holding company, and Carson Management, LLC, which manages short-term rental properties. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.

Dale Wolberg is a financial advisor at Redhawk Wealth Advisors, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Redhawk since 2012. In addition to his advisory role, he works as an independent insurance agent and a business services consultant, assisting businesses with payroll and human resource management. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach supported by a weekly investment committee and incorporates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

Andrew Mulder is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His earlier roles include positions at Cornerstone CPA Group, Equitable Advisors, AXA Advisors, and Alps. Mulder is based in Denver, CO. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and multidisciplinary planning supported by CliftonLarsonAllen LLP’s tax, estate, and risk professionals.

Chad Leigh is a financial advisor at The AmeriFlex Group with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Kestra Advisory, and Principal Financial Services. Leigh serves as a board member of IT'S A CALLING FOUNDATION. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via various asset allocation models and manager relationships.

Norris Davis III is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and has been involved in investment-related business activities since 2003. He is also employed as a technology coordinator at the Archdiocese of Denver. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging, and offers services including portfolio management, financial planning, and 401(k) consulting.